COP vs CRWD: Which Is the Better Buy?
Side-by-side comparison of ConocoPhillips and CrowdStrike Holdings, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-22.
ConocoPhillips · Energy
$122.55
-21.4% upside to fair value
Grade D
VS
CrowdStrike Holdings, Inc. · Technology
$449.61
+106.1% upside to fair value
Grade C
High Quality
QuantHub Verdict
CRWD has more upside to fair value
(+106.1%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
COP |
CRWD |
| Current Price |
$122.55 |
$449.61 |
| Fair Value Estimate |
$96.36 |
$926.44 |
| Upside to Fair Value |
-21.4%
|
+106.1%
|
| Market Cap |
$149.8B |
$114.0B |
| Forward P/E |
19.3x
|
-619.9x
|
| EV / EBITDA |
5.8x
|
981.7x
|
| Price / Sales |
2.5x
|
23.7x
|
| Price / FCF |
8.9x
|
92.0x
|
| Revenue Growth YoY |
+7.5%
|
+23.3%
|
| Gross Margin |
24.6%
|
74.9%
|
| Operating Margin |
19.6%
|
-5.4%
|
| Return on Equity |
12.39%
|
-4.7%
|
| Dividend Yield |
3.41% |
0% |
| FCF Yield |
10.9%
|
1.09%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
ConocoPhillips is the largest U.S. independent exploration and production company, operating approximately 2.4 million barrels of oil equivalent per day across its Lower 48, Alaska, Canada, and international segments. The company completed its transformative $22.5 billion Marathon Oil acquisition in late 2024 and is on track for $2 billion in cost synergies by the end of 2026. Full-year 2025 reve…
CrowdStrike Holdings, Inc. is a leading cybersecurity company specializing in cloud-native endpoint protection and threat intelligence through its Falcon platform, which generates over 94% of its revenue from subscription services. The business quality is high due to its durable competitive moat built on cutting-edge big data security technology, strong management with a founder-led CEO who has o…
Accumulation Zones
| Metric |
COP |
CRWD |
| Zone Low |
$72.27 |
$694.83 |
| Zone High |
$81.91 |
$787.47 |
| In Buy Zone? |
No
|
Yes
|